A. Several services categories have been adjusted or reordered. The services categories for 2024 are:
(1) brokerage services related to equity transactions;
(2.1) brokerage services related to debt transactions;
(2.2) other brokerage services;
(3.1) underwriting and private placement services related to equity transactions;
(3.2) underwriting and private placement services related to debt transactions;
(4) financial management services;
(5) credit-related services, except credit card services;
(6) credit card services;
(7.1) financial advisory services;
(7.2) financial custody services;
(8) security lending services;
(9) electronic funds transfer services; and
(10) other financial services
See Part VI. of the survey’s General Instructions for more information on these services categories.
B. The 2024 survey requests information on the primary U.S. location(s) of the U.S. reporter’s sales to, or purchases from, foreign persons. See questions 10-13 on pages 8 and 9.
C. The 2024 survey no longer requests information regarding crypto-currency transactions with foreign persons.